Account Setup

Articles

SUMMARY Once you are ready for your agents and staff to start using Paperless Pipeline, you can send them a welcome email (containing their login credentials) right from Pipeline. This article will show you how to customize and send this email. ...

SUMMARY Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) ...

SUMMARY
This article describes how you can create custom transaction statuses to match your company's transaction management workflow.
IN THIS ARTICLE
Add a New Status
Edit a Status
Deactivate a Status
FAQ...

SUMMARY This article will show you how to use custom transaction labels to categorize your transactions. Use them to mark a transaction as a rental, sale, commercial listing, residential listing, condominium, office space, parking lot, etc. You ca...

SUMMARY Learn how to use customized labels to distribute unassigned doc assignment responsibilities across multiple admins. IN THIS ARTICLE Define Custom Labels for Company Use Apply Labels 1:06 Define Custom Labels for Comp...

SUMMARY You may specify company-wide default/placeholder information to be automatically inserted into the More Info field of all new transactions. Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2...

SUMMARY Learn how you can easily organize blank forms, reference docs, and website links under custom categories in the Reference area. IN THIS ARTICLE Add Docs to the Reference Page Create a New Category 1:01 Add Docs to the...

SUMMARY Paperless Pipeline sends out a daily email showing which tasks are overdue, due today, and due tomorrow. You can opt in or out of this email as shown below. You can also opt in or opt out your agents from receiving this email. This article...

SUMMARY You can exclude currently open (active, listing, pending) transactions from being included in your monthly backup. Use this company-wide setting to ensure that transactions are only included in your monthly system backup once they are comp...

SUMMARY This article explains how to import listings from another system by uploading them as a CSV file into Paperless Pipeline. IN THIS ARTICLE Download a Sample Spreadsheet Import a Custom Spreadsheet 1:46 Download a Sampl...

SUMMARY Using this company-wide setting, you can control if your agents are allowed to set transaction statuses to closed, terminated, and expired. Short version: 1) Click your name in the upper right corner then "Admin / Settings&quo...

SUMMARY Master admins can customize the color scheme of their Paperless Pipeline account. IN THIS ARTICLE How to Select a Color Theme Examples of Themes How to Select a Color Theme Master admins can select from four themes that de...

SUMMARY This article will help you to better understand transaction statuses and what role they play in identifying the stages of a transaction's lifecycle. IN THIS ARTICLE What are Transaction Statuses? Customizing Transaction Statuse...

SUMMARY Schedule a one-on-one account setup call with your dedicated Account Manager. We’ll review your account and assist you with basic setup to ensure you are getting the most from your Paperless Pipeline account. IN THIS AR...